Uncovering $8.5M in digital growth for a PE-backed residential services firm

Speed alone wasn’t enough in this high-stakes bidding process. The client needed to validate core operations and uncover post-close value rooted in digital and data. West Monroe brought deep B2C field services expertise and proprietary analytics to assess revenue and efficiency opportunities in marketing, booking, procurement, and workforce operations. Together, we sized each lever’s impact and developed pro-forma financials that went straight into the bid. The result? A competitive offer grounded in real upside—and a plan for immediate activation.

Working against a tight timeline, we collaborated closely with the client’s deal team to move from raw data to quantified insights. Using our proprietary tools, we analyzed sales and operational performance at scale, simulating future-state scenarios with machine learning. Our digital and M&A teams worked together to surface value drivers and inefficiencies that traditional diligence would miss. The client walked away with more than just a report—they had conviction in their bid, a roadmap for value creation, and a head start on execution the day the deal closed.

Our approach turned digital and operational analysis into tangible results. Optimized marketing and booking strategies uncovered $6M in revenue growth, while operational improvements delivered $2.5M in cost savings. These insights drove a 4% EBITDA margin expansion, net of technology investment. Because we co-created the pro-forma model with the client, these value drivers were integrated directly into the bid. That clarity and speed helped them win in a competitive process—and enter ownership with priorities defined, assumptions validated, and momentum already underway.